Pricing Advice Online DIY Program
This option is designed for advisers who
This option will earn you at least 10.5 CPD points*, and provides you with a 12-month subscription to the Online Program, a step-by-step guide to undertake the process to create your pricing model.
Your subscription includes:
|Pricing calculators, with the ability to change variables and ‘stress-test’ your fee model against factors such as changes in staffing, increasing overheads, alternate profit margins, etc;|
|MP3 sound files with further explanations by author Sue Viskovic;|
|Online community to share ideas with other advisers going through the same process in a protected environment (only other subscribers have access to the discussion);|
|One copy of the book Pricing Advice by Sue Viskovic.|
You have the option to renew your subscription on an annual basis (at a fraction of the initial cost), so you can re-enter your overheads each year to ensure your pricing model remains appropriate, and to continue to benchmark your pricing.
Your investment for the online DIY version of the Pricing Advice program is $995 (inc GST) for 12 months.
Completing the Pricing Advice Program will provide you with:
|Your service offering documented, and your pricing model defined,|
|All of the templates needed to successfully implement your new fee model, including:|
|Engagement fee schedule — with your numbers|
|Ongoing fee schedule — with your numbers|
|Client engagement letter template for you to personalise to your firm|
|Client service agreement template, to define your ongoing services (for you to personalise to your firm)|
|A clear plan to implement your new pricing model within your business.|
View our video demo of the online program.
You can purchase your twelve month license from the Elixir Consulting website. When you purchase the online DIY Pricing Advice Program, you will be sent your login details, which you will then use to access the program on this site.
As you work through the ten modules, the program will build your pricing model, and you will then be able to download all of the outputs listed above. The program will take you 4 to 8 hours to complete and we recommend you do this in a number of sittings. You will be able to re-enter the program as often as you wish throughout your subscription period.
|*This online program is accredited by the FPA to earn 10.5 structured CPD points plus you can earn additional unstructured points for time spent collating and considering your data and processes.|
“This program was well worth our time and money...the results so far are too numerous to detail, but three highlights are a $450 per annum client signing onto a $9,000 per annum package, a $990 pa client signing onto a $4,200 package, and a $3,000 client signing onto an $8,000 package. So far we have lost two clients, total annual income just under $2,000.”
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“Sue Viskovic’s book on Pricing Advice is a triumph and a must read for every financial adviser. I highly recommend Sue to any financial planning firm looking to get the pricing of their value right.”
“Elixir has a clear and methodical method for determining the appropriate level of fees to charge our clients ....”
B.Bus, CFP, Financial Planner, Abbott Financial Planning
“Really liked the software in terms of its relevance, prompts and ease of use.”
“Great program, well-paced, excellent facilitation. Contact was detailed, challenging and relevant. Great tools to take away and implement immediately.”
“It’s good to have follow-up support post attending the workshop. Too often good ideas are lost/not acted on after attending a seminar.”
“Fantastic program. Thought-provoking, we thought we had our service models and fee structures in order but discovered they actually weren’t!”
“Enlightening – this will assist us to be much better prepared for future change, and our profitability will increase through the skills gained.”